Strategy & Growth
Where the next dollar of growth actually comes from — positioning, pricing, and which work to stop taking.
- Pricing and margin review
- A 12-month plan with owners and dates
- Market and competitor read
Free 30-minute call Fixed scope and fee NDA before we look
Straight answers about the hard parts of your business.
Evergreen Path Alliance works alongside owner-led companies on strategy, operations, finance and growth — clear priorities, a fixed scope, and a plan your team can actually run without us.
The first call costs nothing and there is no pitch deck.
30 minIntro call, no cost
2 weeksTo your first roadmap
FixedScope and fee, in writing
Engagement snapshotIllustrative
Diagnostic → Roadmap
Discovery call30 minutes
Assessment1–2 weeks
Written prioritiesIncluded
Implementation supportOptional
Typical first engagementFixed fee · agreed up front
What we do
One team for the decisions that keep you up at night
Pricing, margins, hiring, process, cash. Most owners know roughly what is wrong but not what to fix first. We help you sort that out, then help you do it.
Operations & Process
We map how work really moves through your business, find where it stalls, and rebuild the steps costing you time and rework.
- Documented SOPs your team will use
- Bottleneck and handoff analysis
- Tooling and automation review
Financial Clarity
Know your numbers well enough to decide with them: cash flow you can forecast, budgets that hold, reporting you will actually open.
- 13-week cash flow forecast
- Job and product-level margins
- A monthly reporting pack
Sales & Revenue Systems
Turn a founder-dependent sales effort into a process: a real pipeline, follow-up that happens, numbers you can hold people to.
- CRM setup and pipeline design
- Quoting and follow-up cadence
- Simple, honest sales reporting
Team & Leadership
Roles, accountability and the meetings that make a company run — so the business stops depending on you being in every room.
- Org design and role clarity
- Hiring plans and scorecards
- A weekly operating rhythm
Business Health Check
Not sure where to start? A short, fixed-fee review of your finances, operations and market position, ending in a prioritised list.
- Written findings and priorities
- A 90-minute readout with your team
- No obligation to continue
How it works
Four steps, and you know where you stand at each one
Book a 30-minute call
Tell us what is going on — what is working, what is not, and what you have already tried. We will tell you honestly whether we can help.
We look under the hood
We review your financials, walk your process, and talk to the people doing the work. An NDA is signed before we open anything.
You get a prioritised roadmap
A short written plan: what to fix, in what order, who owns it, and what it should be worth. You approve it before anything moves.
We do the work together
We stay in it with your team through rollout — weekly check-ins, real deliverables, and no disappearing after the report.
Why Evergreen
Operators, not slide-makers
Senior people on the work
You get the advisor you met on the call, not a junior analyst learning on your business.
Fixed scope and fee
Deliverables and price agreed in writing before we start. No open-ended hourly billing.
You keep everything
Models, SOPs, templates and dashboards are yours to keep and maintain.
Confidential by default
A mutual NDA before we review a single record, and we never name a client without written permission.
A short first step
Start with a two-week diagnostic. If it is not useful, there is nothing further to commit to.
Built for owner-led firms
We work where the owner is still close to the work — not Fortune 500 steering committees.
FAQ
Everything you need to know
With a free 30-minute call. If it looks like a fit we propose a scope — usually a two-week diagnostic or a defined project — with the deliverables, timeline and fee written down before you commit to anything.
Mostly owner-led companies from a handful of staff up to a few hundred, across services, trades, retail and light manufacturing. If we are not the right fit we will say so on the first call and point you somewhere better.
Projects are quoted as a fixed fee based on scope, and ongoing advisory runs as a flat monthly retainer. You have the number in writing before work starts. We do not bill open-ended hours.
No. The findings are the beginning. Most engagements include implementation support — building the model, writing the process, training the team — and everything we create belongs to you.
Yes. We sign a mutual NDA before reviewing any financial or operational information, and we never name a client publicly or use a testimonial without written permission.
Usually within one to two weeks of agreeing scope, depending on current commitments. Urgent situations can sometimes be accommodated sooner — mention it on the call.
Ready to get started
Let's talk about your business.
Tell us what is going on and an advisor will get back to you — usually within a couple of hours during business hours.
- Free 30-minute callNo cost, no obligation, no pitch deck.
- Confidential from the startAn NDA is signed before we review anything.
- A straight answer on fitIf we cannot help, we will tell you who can.
Request received
Thanks — an advisor will reach out shortly. If it helps, email anything you would like us to look at ahead of the call to gjohnson@evergreenpathalliance.com.